| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STATE STREET CORP | 6,588,768 | 199,441,000 | 32.77% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 5,115,010 | 154,785,000 | 25.43% | ||
| 3 | ASSETMARK, INC | 2,985,358 | 90,340,000 | 14.84% | ||
| 4 | Baystate Wealth Management LLC | 1,854,066 | 56,106,000 | 9.22% | ||
| 5 | WELLS FARGO & COMPANY/MN | 1,113,168 | 33,685,000 | 5.53% | ||
| 6 | ROYAL BANK OF CANADA | 509,550 | 15,420,000 | 2.53% | ||
| 7 | TRUIST FINANCIAL CORP | 369,164 | 11,172,000 | 1.84% | ||
| 8 | INSIGHT 2811, INC. | 343,478 | 10,394,000 | 1.71% | ||
| 9 | MORGAN STANLEY | 342,106 | 10,352,000 | 1.70% | ||
| 10 | UBS AG | 173,195 | 5,241,000 | 0.86% | ||
| 11 | LPL Financial LLC | 101,753 | 3,079,000 | 0.51% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 92,923 | 2,812,000 | 0.46% | ||
| 13 | MSI Financial Services Inc | 82,707 | 2,503,000 | 0.41% | ||
| 14 | Commonwealth Equity Services, Inc | 73,219 | 2,216,000 | 0.36% | ||
| 15 | Braver Wealth Management, LLC | 62,752 | 1,899,000 | 0.31% | ||
| 16 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 34,467 | 1,029,000 | 0.17% | ||
| 17 | SUNTRUST BANKS INC | 33,601 | 1,016,000 | 0.17% | ||
| 18 | GOLDMAN SACHS GROUP INC | 28,900 | 875,000 | 0.14% | ||
| 19 | NEW ENGLAND SECURITIES CORP /MA/ | 26,699 | 808,000 | 0.13% | ||
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,690 | 626,000 | 0.10% | ||
| 21 | CITY NATIONAL BANK | 18,650 | 564,000 | 0.09% | ||
| 22 | CREDIT SUISSE AG/ | 15,455 | 468,000 | 0.08% | ||
| 23 | IFC Holdings Incorporated/FL | 14,607 | 441,000 | 0.07% | ||
| 24 | JANE STREET GROUP, LLC | 11,680 | 353,000 | 0.06% | ||
| 25 | Strategic Capital Group LLC | 11,630 | 352,000 | 0.06% | ||
| 26 | Janney Montgomery Scott LLC | 11,426 | 345,762 | 0.06% | ||
| 27 | RAYMOND JAMES & ASSOCIATES | 10,641 | 322,000 | 0.05% | ||
| 28 | FINANCIAL COUNSELORS INC | 10,428 | 316,000 | 0.05% | ||
| 29 | ATWOOD & PALMER INC | 9,615 | 291,000 | 0.05% | ||
| 30 | NATIONAL PLANNING CORP | 8,739 | 264,000 | 0.04% | ||
| 31 | ENVESTNET ASSET MANAGEMENT INC | 8,702 | 263,000 | 0.04% | ||
| 32 | AMERIPRISE FINANCIAL INC | 7,436 | 225,000 | 0.04% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 6,916 | 209,000 | 0.03% | ||
| 34 | CITIGROUP INC | 3,090 | 94,000 | 0.02% | ||
| 35 | Partnervest Advisory Services LLC | 2,501 | 76,000 | 0.01% | ||
| 36 | Creative Planning | 1,825 | 55,000 | 0.01% | ||
| 37 | Hudock, Inc. | 1,369 | 41,000 | 0.01% | ||
| 38 | US BANCORP \DE\ | 1,042 | 32,000 | 0.01% | ||
| 39 | AMERICAN INTERNATIONAL GROUP, INC. | 811 | 24,542 | 0.00% | ||
| 40 | DUBUQUE BANK & TRUST CO | 755 | 23,000 | 0.00% | ||
| 41 | Cordasco Financial Network | 636 | 19,000 | 0.00% | ||
| 42 | WASHINGTON TRUST BANK | 430 | 13,000 | 0.00% | ||
| 43 | Tower Research Capital LLC (TRC) | 301 | 9,000 | 0.00% | ||
| 44 | Carroll Financial Associates, Inc. | 200 | 6,000 | 0.00% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
